Summit Financial Expands Financial Planning Team and In-House Tax Planning Capabilities
PARSIPPANY, N.J.--(BUSINESS WIRE)--Summit Financial, a prominent financial services firm for top independent and breakaway advisors, has appointed James Rabasca as Senior Tax Specialist in the Integrated Planning Group, further enhancing the firm’s in-house financial planning and tax teams. In his new role, Rabasca will report to the Integrated Planning Group’s Director, Brandon Smith, J.D., and will work to analyze, design and implement comprehensive financial and estate plans for high-net-wor
Summit Financial Expands Financial Planning Team and In-House Tax Planning Capabilities
PARSIPPANY, N.J.--(BUSINESS WIRE)--Summit Financial, a prominent financial services firm for top independent and breakaway advisors, has appointed James Rabasca as Senior Tax Specialist in the Integrated Planning Group, further enhancing the firm’s in-house financial planning and tax teams. In his new role, Rabasca will report to the Integrated Planning Group’s Director, Brandon Smith, J.D., and will work to analyze, design and implement comprehensive financial and estate plans for high-net-wor